Surprise! You’ve Got Money!

RE: Retirement

Welcome to Financial Plans & Strategies

At Financial Plans & Strategies, Inc., we are here to guide you. Our multi-disciplined team of professionals including Certified Financial PlannersTM, Professional Plan Consultants, Attorneys and a Certified Public Accountant take a holistic approach in helping clients achieve their financial and estate planning goals.We have provided our services to individuals, couples and organizations for over 40 years.

Financial Plans & Strategies, Inc. is a fee-based financial planning firm that embraces the fiduciary standard of care which requires that a financial advisor act solely in the client’s best interest when offering personalized financial advice.

Retirement Planning

Proactive planning can mean the difference between enjoying your golden years and pinching pennies. Financial Plans & Strategies takes a holistic approach in managing retirement plans and accounts. The present is the ideal time to prepare for retirement.

Investment Management

A well-balanced portfolio is the key to successful investment planning. Find out how Financial Plans & Strategies can assess your investment goals and personal preferences to create an approach that works for you.

Planning your Estate

Education Guidance

Providing educational opportunities for your children or grandchildren is one of the most important – and expensive – investments you can make. Financial Plans & Strategies has experience in helping our clients plan for education.

Our Philosophy

Market Summary

Motto

Building trust through service.

Mission Statement

Financial Plans & Strategies exists for the purpose of providing quality financial planning for individuals, couples and organizations. We are committed to providing excellent, individualized service to help enable our clients to meet their financial goals. We want our clients to experience the confidence that comes from knowing they have taken control of their financial future.

Toward that end, we guide our clients in:

Assessing their current financial position

Identifying and quantifying financial goals

Developing a plan to help reach those goals

Implementing the plan

Monitoring their progress

We are committed to employing only responsible people with integrity and providing them with the opportunity to develop their skills through challenging and satisfying work. We strive to maintain a cheerful, cooperative and positive work environment. We continually increase our professional knowledge and refine procedures to promote efficiency.

While we expect to be adequately compensated for our services, our priority is the welfare of our clients. We will not compromise the best interest of our clients for our own gain.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Be sure to consult with a FPS adviser and/or a tax professional before implementing any strategy discussed herein.